Joel Vernon Reimer
JR
CFP
Joel Vernon Reimer
JR
CFP

Joel Vernon Reimer

12 Years of Experience
Areas of Practice
Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningEducation PlanningCharitable GivingSpecial Needs PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
190 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$243.6M

Fee Structure

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Joel Vernon Reimer
JR
Joel Vernon Reimer

Location

9101 W. 110th St., Suite 150, Overland Park, KS, 66210

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Sound Stewardship, LLC
November 2013 - Present · 12 yrs 3 mos
State Registrations3 states
KSMOTX
Advisor
Exams
No exam information available for this advisor.
Joel Vernon Reimer
JR
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Joel Vernon Reimer
Joel Vernon Reimer - Financial Advisor | TrueAdvisor